JMPWA
CBI

JP Morgan Private Wealth Advisors’s Chicago Bridge & Iron Nv CBI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CBI Stock Details CBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,096
Closed -$199K – 1298
2017
Q2 		$199K Buy
10,096
+569
+6% +$13.2K ﹤0.01% 1152
2017
Q1 		$293K Sell
9,527
-8,376
-47% -$270K ﹤0.01% 1079
2016
Q4 		$568K Sell
17,903
-873
-5% -$27.3K ﹤0.01% 758
2016
Q3 		$527K Buy
18,776
+66
+0.4% +$2.14K ﹤0.01% 773
2016
Q2 		$648K Sell
18,710
-454
-2% -$16.8K 0.01% 699
2016
Q1 		$701K Buy
19,164
+4,075
+27% +$146K 0.01% 645
2015
Q4 		$588K Sell
15,089
-33
-0.2% -$1.37K 0.01% 640
2015
Q3 		$600K Buy
15,122
+785
+5% +$36.3K 0.01% 568
2015
Q2 		$717K Sell
14,337
-160
-1% -$8.32K 0.01% 583
2015
Q1 		$714K Sell
14,497
-4,821
-25% -$203K 0.01% 616
2014
Q4 		$811K Buy
19,318
+15,321
+383% +$755K 0.01% 582
2014
Q3 		$232K Buy
+3,997
New +$252K ﹤0.01% 927

Other funds holding CBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CBI Position: Q3 2017 in Review

JP Morgan Private Wealth Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q3 2017, closing a stake of 10,096 shares — an estimated $199K sold.

JP Morgan Private Wealth Advisors first reported a position in CBI in Q3 2014 and held it in 12 quarters. The position peaked at $811K in Q4 2014. 277 funds tracked by Wall St. Rank hold CBI as of Q3 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,096 Chicago Bridge & Iron Nv shares in Q3 2017, an estimated $199K.
  • JP Morgan Private Wealth Advisors first reported a position in Chicago Bridge & Iron Nv in Q3 2014 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Chicago Bridge & Iron Nv position peaked at $811K in Q4 2014.
  • 277 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.